WealthPlan Investment Management’s Toll Brothers TOL Stock Holding History

WealthPlan Investment Management’s Portfolio TOL Stock Details TOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Buy	+1,612	New	+$229K	0.01%	411

Other funds holding TOL

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

WealthPlan Investment Management's TOL Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Toll Brothers (TOL) in Q2 2026: 1,612 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

236 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

WealthPlan Investment Management held 1,612 shares of Toll Brothers worth $266K as of Q2 2026.
Toll Brothers was a new WealthPlan Investment Management position in Q2 2026.
Toll Brothers made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #411 holding.
236 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.